BOWLES HALL FOUNDATION (EIN 263747734) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

Scott Wilson

Phone

4087325352

Tax Period

2024-07-01 to 2025-06-30

BOWLES HALL FOUNDATION, founded in 2009, is a community nonprofit in the Education sector that reported $5.8M in total revenue in fiscal year 2024. Expenses of $5.6M left a modest 3% surplus.

Mission

Engaged in charitable and educational activities to improve educational and social experiences of current undergraduate students at University of California, Berkeley.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $72,665

Program Service Revenue $5,405,281

Investment Income $276,463

Other Revenue $10,000

TOTAL REVENUE $5,764,409

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $38,400

Program Expenses $5,411,925

Other Expenses $5,579,060

TOTAL EXPENSES $5,579,060

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,764,409	$5,774,247	0.0%
Expenses	$5,579,060	$5,712,095	0.0%
Net Income	$185,349	$62,152	+2.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Scott Wilson	President & CEO	30.00	Officer Director	$0	$0	$0
Leslie Meyer-Peek	Vice President	30.00	Officer Director	$0	$0	$0
Lawrence Jones	CFO	30.00	Officer Director	$0	$0	$0
Isaac Jackson	Secretary	30.00	Officer Director	$0	$0	$0
John Baker	Director	1.00	Director	$0	$0	$0
Katelyn Gilbride	Assoc President	1.00	Director	$0	$0	$0
Dennis Lieu	Director	1.00	Director	$0	$0	$0
Richard Zheng	Asso	1.00	Director	$0	$0	$0
Nathan Mayer	Director	1.00	Director	$0	$0	$0
Steve Sutton	Director	1.00	Director	$0	$0	$0
Pat Matteson	Director	1.00	Director	$0	$0	$0
Josh McIntosh	Director	1.00	Director	$0	$0	$0
Antje Postema	Director	1.00	Director	$0	$0	$0
Katie Willett	Director	1.00	Director	$0	$0	$0
Gasper Begus	Principal	1.00	Director	$0	$0	$0
Josh Mahler	Director	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$5,764,409	$5,579,060	$33,539,465	$185,349
2024	$5,774,247	$5,712,095	$33,906,282	$62,152
2023	$5,366,519	$5,144,549	$34,356,760	$221,970
2022	$4,804,420	$5,005,920	$34,740,638	$-201,500
2021	$3,212,884	$4,658,276	$35,403,395	$-1,445,392
2020	$3,992,683	$4,731,157	$37,433,258	$-738,474
2019	$4,606,710	$5,275,938	$38,823,034	$-669,228
2018	$4,472,233	$5,039,289	$40,147,616	$-567,056

BOWLES HALL FOUNDATION